CIBC Private Wealth Group
HTBK

CIBC Private Wealth Group’s Heritage Commerce HTBK Stock Holding History

CIBC Private Wealth Group’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.82K Hold
318
– – ﹤0.01% 2683
2025
Q3 		$3.16K Hold
318
– – ﹤0.01% 2658
2025
Q2 		$3.16K Buy
+318
New +$2.92K ﹤0.01% 2551

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's HTBK Position: Q4 2025 in Review

CIBC Private Wealth Group held its Heritage Commerce (HTBK) position steady in Q4 2025 at 318 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

CIBC Private Wealth Group first reported a position in HTBK in Q2 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold HTBK as of Q4 2025.

  • CIBC Private Wealth Group held 318 shares of Heritage Commerce worth $3.82K as of Q4 2025.
  • CIBC Private Wealth Group left its Heritage Commerce share count unchanged in Q4 2025.
  • Heritage Commerce made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2683 holding.
  • CIBC Private Wealth Group first reported a position in Heritage Commerce in Q2 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Heritage Commerce as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.